My thought is to make a PDF quote form that our sales guys can use. Here are the reasons:
Here are my questions:
What PDF viewer (e.g., Reader vs. Acrobat) and on what OS (e.g., Windows vs. iOS) will your salespeople be using?
1. Depends on your answer to above question. Acrobat can flatten a form and apply security. Reader can set fields to read-only and lock a document with a digital signature.
2. Not automatic bulleting, but the user can always enter a bullet character. It might help to enable rich text formatting for the field to it can be a different color/size than the rest of the text.
3 & 4: You need to clarify what you're looking for here.
I think I can control that. They are all on Windows due to IT specifications and I could likely spec out a version of Acrobat Reader or Acrobat Pro if I had to.
1a. What does flattened look like? Do the field highlights dissapear? How do you flatten one?
1b. It might be cool to have it hosted on our intranet and done online. If so, I imagine it would mirror a standard reader experience. When locked to read only, what does that look like?
1a&b. Perhaps if I understood how to do those two things... flatten and lock with signature, I could evaluate that for myself. I DO know how to sign a document.
2. ok thanks and I did find the formatted text option
3. Better question, what happens when you ditribute? Are you sending as a form to a list of people and emails?
4. Better question, is this like a typical php form with an email action associated with submit?
Thanks for the quick reply
If you set the fields to read-only, it will look just like it did before. It would be easier for someone to change the field contents, which often makes this approach less desirable than flattening.
When you distribute a form, the idea is that it gets send to a number of recipients, usually by email, so they can complete the form and submit/email the form back to you. You don't have to do this unless you want to use the data collection mechanism that's built into Acrobat (Tracker).
A form can be set up to submit just the form data to a web server, and one of the data format options is "HTML", so the data is sent in the same way that an HTML form does.
Thaks George. So, I will skip any distribution or submission processes.
Tell me if I caught this correctly:
In the reader's process of securing the form, the sales person would sigitally sign the document which would lock the fields. They will be printable and viewable by the customer they send the final file to. In addition, the customer could digitally sign the document as well as a form of acceptance. Question: When digitally signed, is that signature printable?
It seems the Acrobat pro process is cleaner and the best solution. That could be a fall back if they don't like the reader process.
The only signature field that can lock the document is the last one in the document. Once the file is locked, no further changes are allowed, so that would preclude the acceptance signature that you propose.
Whether a signature appearance is printable is up to you since you can configure it to be printable or not.
Yes, there are two ways. The first way is to flatten only certain pages. Field that aren't on those pages won't get flattened. The other way is to use the option of flattening only fields that are set to be printed. This capability is what makes the UVSAR Selective Flattener utility possible. A script can set the fields that you don't want to be flattened to non-printing, flatten the pages using the option to leave non-printing annotations (which includes form fields, links, comments, etc.) alone, and then set the fields back to the way they were in the first place.